FFM
TWTR

Forum Financial Management’s Twitter, Inc. TWTR Stock Holding History

Forum Financial Management’s Portfolio TWTR Stock Details TWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,197
Closed -$228K – 609
2022
Q3 		$228K Buy
+5,197
New +$212K 0.01% 451
2022
Q1 		– Sell
-7,356
Closed -$318K – 690
2021
Q4 		$318K Buy
+7,356
New +$382K 0.02% 388

Other funds holding TWTR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Forum Financial Management's TWTR Position: Q4 2022 in Review

Forum Financial Management sold out of Twitter, Inc. (TWTR) in Q4 2022, closing a stake of 5,197 shares — an estimated $228K sold.

Forum Financial Management first reported a position in TWTR in Q4 2021 and held it in 2 quarters. The position peaked at $318K in Q4 2021. 7 funds tracked by Wall St. Rank hold TWTR as of Q4 2022.

  • Forum Financial Management reported no remaining Twitter, Inc. position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 5,197 Twitter, Inc. shares in Q4 2022, an estimated $228K.
  • Forum Financial Management first reported a position in Twitter, Inc. in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Twitter, Inc. position peaked at $318K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Twitter, Inc. as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.